NYSE · Industrials

GENERAL DYNAMICS CORP GD

General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment produces and sells business jets; and offers aircraft maintenance and repair, management, aircraft-on-ground support, customer support and custom completion services, modifications, upgrades, and lifecycle sustainment support services.

Marine Transportation

Company profile

Business mix

  • It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies.
  • The Marine Systems segment designs and builds nuclear-powered submarines, surface combatants, and auxiliary ships for the United States Navy and Jones Act ships for commercial customers, as well as provides maintenance, modernization.
  • The Combat Systems segment manufactures land combat solutions, such as wheeled and tracked combat vehicles, Stryker wheeled combat vehicles, piranha vehicles, weapons systems, energetics and munitions, mobile bridge systems with payloads.
  • The Technologies segment provides information technology solutions and mission support services; mobile communication, computers, and command-and-control mission systems.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.8 FCF 6.62% Buyback 1.14%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 1.1% $134.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $48.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $1.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +0.9% +4,974 / 526,049
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.3% 13F value change +$3.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.3% 13F value change -$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 135,049 Last 2 periods +4,974 (+3.7%) Total shares 140,023 Value $48.1M
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 391,000 Last 2 periods +0 (0.0%) Total shares 391,000 Value $134.2M

Recent mentions

No public mentions.